Adding events to a calendar

You can add any of the following event records to a calendar:

  • A Meeting record — The Meeting object is defined in the Platform application and it includes the Event and Workflow attributes.
  • A To-Do record — The To-Do object is defined in the Platform application and it includes the Task and Workflow attributes.
  • A record whose object definition includes the Event or Task attribute.

See Object attributes for more information about the Event, Task, and Workflow attributes.

  1. Do one of the following:
    Double-click a day, select the type of event to add, and click Create:

    New Event

    From the Platform application, create a Meeting or To-Do record.
    From any application, create a record for any object that includes the Task or Event attribute.
    The New page for the type of record you are creating opens.
  2. Enter the fields for the new record:
    For records whose object definition includes the Event attribute, fields include Subject, Location, Date/Time, Duration, Assigned To, Description,Private, and Pop-up Reminder. The following screen shows the New Meeting page:

    New Meeting

    For records whose object definition includes the Task attribute, fields include Subject, Assigned To, Due Date, Priority, Description, and Private. The New To-Do page, shown below, also includes Workflow Status because it has the Workflow attribute:

    New To-Do

  3. Click Save. Platform creates the record and the event appears in the calendar.